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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,733 | $176,105+58.3% | $159,474+74.8% | $167,536+66.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.01% | 331.91%-315.9pp | 263.68%-247.7pp | 478.82%-462.8pp |
| Employer contribution / active EE | $16,153 | $5,299+204.8% | $4,831+234.4% | $4,839+233.8% |
| Participant deferral / active EE | $16,508 | $7,751+113.0% | $7,353+124.5% | $6,342+160.3% |
| Admin fee / account holder | $118 | $12,559-99.1% | $10,802-98.9% | $12,315-99.0% |